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For Companies At a Glance
- Tasks: Support Financial Advisers with paraplanning tasks and client service.
- Company: Join a respected wealth management firm in Bristol, known for its growth and support.
- Benefits: Enjoy hybrid working, life assurance, private medical insurance, and a discretionary bonus.
- Why this job: Gain hands-on experience and progress towards becoming a qualified paraplanner in a supportive environment.
- Qualifications: Some experience in financial services and completion of relevant RO exams preferred.
- Other info: Ideal for motivated individuals eager to learn and develop their skills.
The predicted salary is between 20000 - 32000 £ per year.
Overview
A respected wealth management firm is looking for an Associate Paraplanner to join their growing team in Bristol. This is a fantastic opportunity for a trainee paraplanner or an IFA administrator keen to develop their career and gain hands-on paraplanning experience. Hybrid working arrangement (3 days office / 2 days home).
The Role
You will undertake lower-level paraplanning duties while working closely with senior paraplanners to support Financial Advisers and provide an exceptional service to clients. This role is ideal if you have some knowledge of financial planning and are motivated to progress towards becoming a fully qualified paraplanner.
Key Responsibilities
- Assist with the preparation of suitability reports and other paraplanning tasks
- Conduct research to support financial planning recommendations
- Work under the guidance of senior paraplanners to develop your technical skills
- Liaise with Advisers, clients, and providers as part of the service process
- Maintain accurate records and ensure compliance with internal procedures
Requirements
- Some experience in paraplanning, IFA administration, or related financial services role
- Completion of a few relevant RO exams or equivalent knowledge
- Strong interest in progressing to achieve the Diploma in Financial Planning
- Good communication skills and attention to detail
- Motivated, eager to learn, and a team player
Salary & Benefits
- £25,000 – £40,000 per annum (dependent on experience)
- Life assurance and private medical insurance
- Discretionary annual bonus
- Full support for professional qualifications
- Hybrid working arrangement (3 days office / 2 days home)
Job Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance
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Associate Paraplanner - Hybrid Working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Paraplanner - Hybrid Working
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Consider reaching out directly to the hiring managers or team members at the wealth management firm. A friendly email expressing your interest in the Associate Paraplanner role can help you stand out and show your enthusiasm for the position.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the field and your eagerness to learn.
✨Tip Number 4
Prepare thoughtful questions to ask during the interview about the company's approach to paraplanning and client service. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
We think you need these skills to ace Associate Paraplanner - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in paraplanning or IFA administration. Emphasise your knowledge of financial planning and any RO exams you have completed.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to progress in the field of paraplanning. Mention specific skills you possess that align with the job description, such as communication skills and attention to detail.
Showcase Your Research Skills: In your application, demonstrate your ability to conduct research by mentioning any relevant projects or tasks you've undertaken. This will show your potential employer that you can support financial planning recommendations effectively.
Highlight Your Team Player Attitude: Since the role involves working closely with senior paraplanners and advisers, emphasise your ability to work collaboratively. Share examples of how you've successfully contributed to a team in previous roles.
How to prepare for a job interview at mbf
✨Show Your Knowledge of Financial Planning
Make sure to brush up on your understanding of financial planning concepts. Be prepared to discuss any relevant RO exams you've completed and how they relate to the role. This will demonstrate your commitment to the field and your eagerness to learn.
✨Highlight Your Teamwork Skills
Since this role involves working closely with senior paraplanners and advisers, emphasise your ability to collaborate effectively. Share examples from past experiences where you successfully worked as part of a team to achieve a common goal.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your genuine interest in the position and the company. Ask about the training and support available for professional qualifications, or inquire about the team dynamics and culture within the firm.
✨Demonstrate Attention to Detail
As an Associate Paraplanner, accuracy is crucial. During the interview, provide examples of how you've maintained high standards in your work. This could include discussing how you ensure compliance with procedures or how you manage records meticulously.
